Client Relationship Specialist

2 weeks ago

Campbell, California, United States Allworth Financial Full time
About Allworth Financial

Allworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. Our team of experts delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Job Summary

We are seeking a highly skilled Client Relationship Specialist to join our team. As a Client Relationship Specialist, you will work closely with advisor partners to deliver exceptional client experiences. This role is critical to the service delivery and requires a high-touch approach with our clients.

Key Responsibilities
  • Deliver exceptional client experiences to all clients
  • Partner with advisor team to set and achieve high service standards
  • Build personal relationships with clients and advisors
  • Ensure a seamless onboarding experience and work with clients to set a great first impression
  • Remove roadblocks for clients and focus on ease of doing business
  • Deliver customized service with each client and demonstrate ownership for every request
  • Coordinate client appointments, process requests received from advisors and clients
  • Answer phone calls and emails from clients; follow up on client requests
  • Submit transaction requests to processing team to ensure completion and accuracy
  • Ability to handle multiple advisors' book of business and complex service situations
  • Achieve high quality and accuracy of work
  • Understand department workflows, policies and procedures to submit requests correctly and timely
  • Mentor employees for skill development and career growth
  • Identify process improvements and partner with leaders to implement changes
  • Provide notary services for client transactions
  • Consistently demonstrate Allworth's guiding principles
Requirements
  • Minimum 3 years of financial services industry and client service experience preferred
  • BS/BA degree preferred
  • Passion for service and client satisfaction
  • Excellent interpersonal relationship skills
  • Excellent verbal and written communication skills
  • Strict attention to detail with high quality results
  • Strong organizational, problem-solving, and analytical skills
  • High degree of professionalism and leads by example
  • Proficient with Microsoft Office applications as well as Client Relationship Management (CRM) and Document Management workflow systems
Benefits
  • Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
  • Dental insurance with MetLife
  • Vision insurance with VSP
  • Optional supplemental benefits
  • Healthcare savings accounts with company contribution
  • Flexible spending accounts
  • Flexible working arrangements
  • Generous 401K contributions
  • Exempt associates qualify for our flexible paid time off policy
  • Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment
  • Option to participate in our Equity Purchase Program
  • Future growth opportunities within the company

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